Firms where client data and insurance matter.
We work with professional firms that hold sensitive client information, usually with a small or outsourced IT setup. Each field has its own paperwork, its own rules, and its own questions from insurers. These are the ones we know best.
Pick your field. See what fits.
Each page covers the pressures we hear, example automations, the security and compliance concerns that come with them, and the version of the Blueprint built for that field.
- Insurance agencies Independent agencies with 25 to 150 staff. Policy checking, intake, and renewal paperwork, with client data kept safe. For insurance agencies
- Law firms Document-heavy work with strict confidentiality. Safe AI for drafting and intake, and security your clients will ask about. For law firms
- Behavioral health practices Intake, scheduling, and notes workflows, with HIPAA readiness built in from the first conversation. For behavioral health practices
- Engineering firms Project files, proposals, and client drawings. Automation for the paperwork, and protection for the work product. For engineering firms
- Medical and dental practices Front office automation, safe AI tools, and the HIPAA risk analysis every practice is required to have. For medical and dental practices
- Not on the list? If your firm has 25 to 150 people and holds client data your insurer asks about, the Blueprint likely still fits. A short call will tell us both. Book a 30-minute call
One offer, tuned to your field.
The Blueprint and the Operator Program work the same way everywhere. What changes is what we look for, which rules apply, and which automations come first.
21 days, flat price
$4,500 for firms up to 50 employees, $7,500 for 51 to 150. About 2 hours of your time, total. Each field gets its own version, with the questions that matter there.
The obligations you already carry
HIPAA and 42 CFR Part 2 for practices, ABA ethics guidance for law firms, client and insurer questionnaires for everyone. We map what applies to you, and nothing that does not.
No rip and replace
Your IT provider keeps the help desk and devices. We bring the AI builds and the security leadership, and write plans they can follow.
Next step
Tell us about your firm. We will tell you what fits.
You want to adopt AI without putting client data at risk. We'll be with you at every step. It starts with a 30-minute call with our principal consultant. We ask about your firm, your tools, and your next insurance renewal. You leave knowing whether the Blueprint fits, and what to do first either way.